Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
  • To be the hub of the admin function within this growing practice
  • Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
  • Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
  • This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
  • This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
  • Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
Experience / Qualifications:
  • Be computer literate, competent with Word, Excel, Outlook, etc.
  • Be an experienced financial services administrator
  • Excellent written and oral communication skills.
  • Excellent analytical and numerical skills.
  • Excellent time management, organisational, and record-keeping skills.
  • Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.